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Marino Stram & Associates’s WisdomTree True Developed International Fund DOL Stock Holding History

Marino Stram & Associates’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-120
Closed -$6K – 630
2018
Q3 		$6K Hold
120
– – ﹤0.01% 339
2018
Q2 		$6K Sell
120
-40
-25% -$2K 0.01% 335
2018
Q1 		$8K Hold
160
– – 0.01% 327
2017
Q4 		$8K Buy
+160
New +$8K 0.01% 326

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marino Stram & Associates's DOL Position: Q4 2018 in Review

Marino Stram & Associates sold out of WisdomTree True Developed International Fund (DOL) in Q4 2018, closing a stake of 120 shares — an estimated $6K sold.

Marino Stram & Associates first reported a position in DOL in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q1 2018. 84 funds tracked by Wall St. Rank hold DOL as of Q4 2018.

  • Marino Stram & Associates reported no remaining WisdomTree True Developed International Fund position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 120 WisdomTree True Developed International Fund shares in Q4 2018, an estimated $6K.
  • Marino Stram & Associates first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's WisdomTree True Developed International Fund position peaked at $8K in Q1 2018.
  • 84 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.